Mark Fendrick
Mark Fendrick is a registered investment advisor at UBS Financial Services INC., based in Mt. Laurel, NJ, with 42 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
501 Fellowship Road, Mt. Laurel, NJ, 08054
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2009Other Business Activities
Mark is the Chair of the Endorsement Committee of Temple Beth Sholom and a member of a committee with management/supervisor functions for the Raymond and Gertrude Saltzman Foundation. He is also involved with the Woodlen Glen HOA.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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